Timesheet Module
The Timesheet Module helps you manage your field employees’ work hours. You can add, edit, and track timesheets easily. Jobs created here are called Timesheet Jobs.
Important Notes
- Jobs lasting less than a minute won’t appear in reports.
- If a job is marked as completed but lacks a duration, check the Timesheet module for conflicts.
- Conflicts must be resolved for actual durations to display in reports.
Navigating the Timesheet Module
Timesheet Dashboard
The dashboard provides a summary of employee work hours over a 15-day pay period.

You can track:
- Status – Whether an employee is On/Off Duty, On a Job, on Break, or Traveling.
- Company – The customer the employee is working with.
- Location – The employee’s current location.
- Progress – Shift, Job, and Break hours within the pay period.
- Record Conflicts – Alerts for incomplete or conflicting timesheets, such as missing clock-outs. The system flags timesheets open for over 24 hours by default, but this setting can be changed.
To fix a conflict, click Has Conflict Records and update the time entry.

Adding a New Timesheet Record
You can create a timesheet record in two ways:
Option A: Select an Employee
- Click an employee’s name on the Timesheet page.
- In the Timesheet Record page, click Add New.
- Fill in the details:
- Type: Job, Travel, Shift, or Break.
- Cost Code (if applicable), Vehicle, Job, and Customer (auto-filled).
- Start/End Date, Duration, and Notes.
- Click Save Changes to add the record.
Option B: Use the + ADD NEW Button
- Click + ADD NEW on the main Timesheet page.
- This opens the Timesheet Record page with no employee selected.
- Choose an employee from the dropdown list.
- Fill in the details and save.
Managing Timesheet Records
Change Employee or Time Period
- To change the time period, select new start and end dates.
- To switch employees, use the dropdown in the upper left corner.

Edit a Time Entry
- Click the three dots next to an entry.
- Select Edit and update the time details.

View Timesheet Audit Trail
Track changes made to timesheets:
- Click the three dots on a timesheet.
- Select Audit Trail to see timestamps, editors, and changes.
Actions Menu
The Actions Button allows you to:
- View all Timesheet Jobs.
- View Completed Jobs.
- Track Equipment Time.
- Approve and sync timesheets with QuickBooks.

View Timesheet Jobs
- Click Actions to add or delete a Timesheet Job.

View Completed Jobs
- View completed jobs monthly and click Convert to Invoice to bill customers.

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